The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...
Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...
MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...
DAS Environmental Experts continues to expand its capabilities in Taiwan and is presenting another new product at SEMICON Taiwan. Against the backdrop of ongoing investments...
